Georgia Living Mgmt Inc. Retirement Svgs Plan — Form 5500 plan (Georgia Living Management, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Georgia Living Mgmt Inc. Retirement Svgs Plan is a benefit plan reported by Georgia Living Management, Inc. under EIN 58-2350540 and plan number 001. The latest loaded filing year is 2023. The filing reports 966 participants and $1,658,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georgia Living Management, Inc.
EIN
58-2350540
Plan number
001
Plan type
2
Location
Statesboro, GA
Latest filing year
2023
Participants
966
End-of-year plan assets
$1,658,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023966H, C20241008102612NAL0029550672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,658,351
Total liabilities (EOY)
$0
Net assets (EOY)
$1,658,351
Net assets (BOY)
$1,278,970

Income & contributions

Employer contributions
$118,683
Participant contributions
$184,966
Total contributions
$343,920
Total income / additions
$554,481

Expenses & distributions

Benefits paid
$153,157
Administrative expenses
$21,943
Total expenses
$175,100
Net increase / (decrease)
$379,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$12,687$02023
Lpl FinancialNONE$9,256not reported in the loaded dataset2023

Related Form 5500 pages